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SPDR S&P 400 Mid Cap Growth ETF

251 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+6
Holders Change %
+2.45%
% of All Funds
4.42%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
32
Increased
70
Reduced
111
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$10.2M -$2.51M -33,389 -20%
Bank of America
27
Bank of America
North Carolina
$9.63M +$5.67M +75,494 +143%
OMC
28
Old Mission Capital
Illinois
$9.49M +$9.49M +126,366 New
JFA
29
JNBA Financial Advisors
Minnesota
$9.49M -$196K -2,609 -2%
RA
30
Rodgers & Associates
Pennsylvania
$9.39M -$181K -2,409 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.87M +$4.87M +64,832 +122%
SWM
32
Shakespeare Wealth Management
Wisconsin
$8.15M -$391K -5,200 -5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$7.93M +$146K +1,940 +2%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$7.52M -$14.4M -191,751 -66%
UBS Group
35
UBS Group
Switzerland
$7.48M -$22.5K -300 -0.3%
PWMG
36
Prestige Wealth Management Group
New Jersey
$7.33M -$40.6K -540 -0.6%
Wells Fargo
37
Wells Fargo
California
$7.33M -$2.02M -26,885 -22%
KWM
38
Kingsview Wealth Management
Oregon
$6.98M +$99.4K +1,303 +1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$6.8M -$326M -4,341,640 -98%
EWM
40
Executive Wealth Management
Michigan
$6.14M +$1.6M +21,244 +35%
KOC
41
Koss-Olinger Consulting
Florida
$5.74M +$5.74M +76,472 New
Mariner
42
Mariner
Kansas
$5.33M +$86.3K +1,149 +2%
DI
43
Diligent Investors
California
$5.15M +$121K +1,613 +2%
WFPG
44
Waller Financial Planning Group
Ohio
$5.03M -$410K -5,454 -8%
CIM
45
Confluence Investment Management
Missouri
$4.98M -$8.48M -112,916 -63%
CCMG
46
Clark Capital Management Group
Pennsylvania
$4.91M -$96M -1,277,666 -95%
TWP
47
Total Wealth Planning
Ohio
$4.71M -$324K -4,317 -6%
MMA
48
Miracle Mile Advisors
California
$4.7M +$159K +2,114 +3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$4.68M -$1.74M -23,161 -27%
HA
50
Harborview Advisors
Maine
$4.28M +$56.5K +752 +1%